Masco MAS

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    1. Cabinets Once Again Masco's Achilles' Heel in 3Q

      Commentary

      Tue, 28 Oct 2014

      cabinet segment continued to hold back Masco in the third quarter. The narrow-moat ..... disappointed to hear that in the cabinet segment Masco will need to spend even more to implement ..... and positive 5.0%, respectively. Masco announced Sept. 30 that it will spin out

    2. HP and the Case for Corporate Spinoffs

      Headlines

      Fri, 17 Oct 2014

      with one focused on its core security business and the other on information management; meanwhile, home improvement company Masco Corp. of Taylor, Mich., announced plans to spin off its insulation unit. Whitman will be CEO of HP Enterprise and retain

    3. A Watchlist of Building Suppliers

      Video Reports

      Fri, 10 Oct 2014

      give narrow moats to Fortune Brands (FBHS), [TICKER:MAS] Masco (MAS), [TICKER:USG] USG (USG), and Lennox (LII ..... Regarding valuations, we think Mohawk and [TICKER:MAS] Masco are overvalued, but Owens-Corning just [became 4-star

      Masco found at 0:10, 1:14

      coverage universe. Right now, we give narrow moats to Fortune Brands (FBHS), [TICKER:MAS] Masco (MAS), [TICKER:USG] USG (USG), and Lennox (LII), while Mohawk (MHK) [TICKER:OC] and Owens-Corning (OC) do not possess moats, in our opinion. In this somewhat
      this over the next five years. Regarding valuations, we think Mohawk and [TICKER:MAS] Masco are overvalued, but Owens-Corning just [became 4-star rated] as of this taping, at a 17% discount to our fair value estimate. We
    4. Masco Establishes Narrow Economic Moat With Spin-Off of No-Moat Installation Segment

      Commentary

      Thu, 2 Oct 2014

      We are upgrading Masco 's economic moat rating to narrow from ..... contributed 17% of 2013 revenue. On Tuesday, Masco announced the spin-off of the business ..... off of installation will also reduce Masco 's cyclicality; installation is disproportionately

    5. Masco Placates With Installation Spin-Off, Surprises With Big Share Repurchases and Layoffs

      Commentary

      Tue, 30 Sep 2014

      Masco announced the results of its portfolio review ..... basis-point improvement to margins. Masco will take a $30 million charge over the ..... possible moat upgrade to narrow would increase Masco 's fair value estimate by another dollar

    6. Macro Headwinds Not Too Great for Fortune Brands to Overcome; Valuation Becoming Attractive

      Commentary

      Thu, 31 Jul 2014

      market share. Home products grew organic revenue by 7%, ahead of an estimated 3% industry growth rate and 4% for close peer Masco . We expect the firm to continue to outgrow the industry given its sustainable competitive advantages within the dealer channel

    7. Masco's Margins Deliver Sequential Improvement; Changes to Our View Unlikely

      Commentary

      Mon, 28 Jul 2014

      Masco reported a nice bounce back second quarter following a disappointing first quarter. The no moat building supplier reported adjusted

    8. Fortune Brands H&S Significantly Affected by Weather in 1Q but Forward Outlook Still Bright

      Commentary

      Thu, 1 May 2014

      leverage to a recovery in U.S. residential construction and R&R spending, and favor the company over less competitively advantaged no-moat Masco . We maintain our $44 fair value estimate and narrow economic moat rating for FBHS.

    9. Masco ’s 1Q Challenges Appear More Than Weather-Related

      Commentary

      Fri, 25 Apr 2014

      Masco posted a challenging first quarter that was characterized by one-time weather-related issues as well as some ..... now $19 per share. We continue to favor Fortune Brands Home and Security as a higher quality close peer to Masco .

    10. Credit Market Outlook: Bonds Priced for the Benign

      Headlines

      Wed, 26 Mar 2014

      upgrades included Weyerhaeuser WY (rating: BBB-, no moat), Pioneer Natural Resources PXD (rating: BBB, narrow moat), and Masco MAS (rating: BB+, no moat), which were mainly driven by a reassessment of our forecasts for each of the company's financial

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